Annuities: How Much Do You Know?

Annuities may seem like simple long-term investment products. You give an insurance company a sum of money and in return you receive a steady stream of payments over time. Sounds simple, right?

Not exactly. Deep in the fine print, there are many terms, conditions and variables that can affect annuity returns. So before buying an annuity, be sure to completely understand the specifics of the annuity you’re considering.

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Annuity Fundamentals
This 8-page guide will help you better understand annuities so you can make well-informed decisions about whether they’re best suited to meet your retirement goals.

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Do You Own an Annuity Currently?

Annuities may be a suitable investment for some investors. But for others, there are better alternatives. Fisher Investments does not sell annuities, but we have investment professionals that can help you review your current annuity investment and determine if it’s suitable given your retirement goals. If appropriate, we can help you transition to a more sustainable investing strategy.

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